Smart Docs / eSignatures

looking for a decent quoting system through smart doc
Hi All, I am looking for a decent quoting system through smart doc, but struggling with lack of detail in the product and pricing fields. any ideas out there. Asking for advice + SmartDocs + Quotes
FYI to other people not happy with Smart Docs...
They just added the integration for Docusign. It's sort of frustrating because I purposely upgraded for Smart Docs (and I do like the templates and such) and now I'll have to pay an extra $25/month for docusign, but all the things I didn't like that I couldn't do in Smart Docs you can do with Docusign.
Two different products at the smartdocs, how can I separate?
I'm working with smartdocs. If I have more than one product at my deal, how can I separate this differents products datas at the smartdocs? When I copy the placeholders at the document, the products aren't separating. There is just one option. Smartdocs + Products + Deals
Sales doc
I am having some problems as i tried to add the automated features to pipedrive deals: name, email and etc but when saving the file it goes crazy :D what could be the reason for this? Thank you
Need the ability to template the title of smart docs
We create a few documents per deal (a quote, an agreement, etc.) all documents (even though created by different templates) come out with the same title in Smart Docs - it uses the deal title every time. It would be useful to create the title as part of the template
Smart Doc Improvements
Smart Docs with eSignatures are a great alternative to Docusign, Hellosign etc. but they're missing a few key features that would really improve them and make the transition from one of the alternatives much smoother. * Allow recipients to complete fields as well as signing e.g. filling in their contact details or those of…
Mandatory attachment on email templates
Hello developers, most of our emails need an attachment like an infomemo or a NDA. We use the same email template but different attachments. Therefore it is not possible to integrate the attachment in the email template. Unfortunately sometimes we forget the attachment and send the email naked. So it would be great to have…
New: Pipedrive integration with DocuSign 📝
What? Make the most of DocuSign features without leaving Pipedrive: * Create, send, sign and manage your documents without having to switch between different tabs. * Integrate DocuSign and Pipedrive's Smart Docs add-on more seamlessly than ever before. * See envelope and recipient status updates directly within the deal…
Feature for Smart Doc
Enable/Disable two factor authentification Uploading field for the signer in the document to send needed Documents with the contract Enable/Disable handwriting signature or sms signing or typed signature Enable/Disable signing one or more fileds with one or multiple signatures on different sites if needed Choosing the…
Smartdocs - upload more than one document
Hi can you upload more than one document for signing at once instead of sending several documents to sign to one client?
Are RSS feeds still a useful resource for sales and marketing pros?
RSS feeds can still serve a purpose for salespeople and marketers, especially at a point where they meet: Sales enablement. Here are 4 ways RSS feeds can help you with your sales enablement content. Keep track of leads and prospects RSS feeds help you to keep track of leads, find opportunities to develop a connection and…
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images show the options I've found on my own . . .the Notes fields are so small . . . any way to hide the sidebar and other stuff so that we can see a bigger Notes field? (the 3rd pic is an RTF file I'm actually using to take notes…
Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedr
Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedrive has its own system, but we have over 30 people on our account and this would mean doubling our subscription price!
🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line
🌟 Smart Docs Signature-box Feature Request 🌟 I would like to add a signature box on a specific line in offers I send to potential customers. Now the signature is added on a blank page in the contract. But it would be nice to have a signature on a designated place in the document. To further explain have have added a…
Connecting a single folder within Google Drive?
I just got done watching the Smart Docs demo this morning and have been playing around with it in our Pipedrive instance. When I link our shared Google Drive folder, is there a way I can specify to a single folder? It appears to link our entire shared drive versus a single folder within our shared drive. We don't want to…
Coming soon: Smart Docs add-on 📝
UPDATE: Available now! Streamlining your document management affects more than just your documents. It works wonders for your entire sales cycle! Take for example one of our customers, Leyout, that reduced its document management tool costs by 58% just by using Smart Docs. Now, for some best part: We’re happy to announce…
11 sales deck templates and examples to win you new business
The quality of your sales deck can make or break a sales pitch. You need to make sure that you include: * A clear narrative about your brand and solution * Stats and testimonials showing why your solution will help your prospect * A strong, persuasive argument from start to finish * Your brand identity and memorable…
DocuSign Integration Tips & Tricks Tutorial ✍️
Hi Pipedrivers 👋🏻 As you know the DocuSign - Pipedrive integration is now live for all of you! Check out the short tutorial where I show you how to install the app from the Marketplace and some tips and tricks to help you make the most out of the integration. You can find the DocuSign app in our Marketplace here. Looking…
DocuSign integration with Smart Docs [BETA CLOSED] ✍️
Hey Community 👋🏻, We're excited to let you know that we are soon starting the BETA rollout of the the DocuSign integration, which has been highly requested! How to be part of the BETA? * Comment below and we'll enable it for the company linked to your registered email address when we go to BETA. We will reply to your…
Are electronic signatures legal? Everything you need to know
Are you keen to use eSignatures but not sure where to start? Our eSignatures guide will take you through what an eSignature is, what the benefits are and their legality in your location. If eSignatures are a good fit for you, you can send quotes, create templates and get notifications when your contract is signed with our…
Smart Docs add-on: close deals faster with our document management tool
Want to take your document process to the next level? Essential and Advanced plan users can now add Smart Docs to their Pipedrive subscription and streamline how they manage their documents. Smart Docs helps centralize the document process for your team, and as it’s part of the Pipedrive ecosystem, you can make the most of…
Hide tags in smart docs word when emty
Hi, Seem when create Smart doc from templet in word, if tag is emty still tag is shown in document. How do i hide it, so it dont get tag name in doc i send / pdf?
Products and pricing
I would really like for a better handling of pricing on products and also some more fields available on Smart Docs to handle prices with and without taxes, and total price including taxes.
#smart docs Vor und Nachteile von Smart Docs vs. Pandadoc
Hi together, ich bin gerade dabei Pandadoc und Samrt Docs in Bezug zur Erstellung von Angeboten zu vergleichen. Neben der Usability, sollte es natürlich auch schick aussehen. Was habt ihr für Erfahrungen mit den jeweiligen Programmen? Danke euch
DocuSign Integration ✍️
Hi everyone! 👋🏻 We’re working on an integration with DocuSign and would love your help! Are you using Smart Docs to create documents and using DocuSign for your digital signature needs? If so, we’d love to show you some new designs we’re working on. If you’re up for a 30 minute call, please comment below or reach out to me…
Does anyone here know if Quotient can work with Pipedrive?

Smart Docs / eSignatures

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